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Toll Brothers

515 hedge funds and large institutions have $7.93B invested in Toll Brothers in 2023 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 163 increasing their positions, 184 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 40

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

32% more capital invested

Capital invested by funds: $6B → $7.93B (+$1.92B)

15% more funds holding

Funds holding: 447515 (+68)

0.02% more ownership

Funds ownership: 91.7%91.72% (+0.02%)

11% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 184

20% less call options, than puts

Call options by funds: $186M | Put options by funds: $233M

Holders
515
Holders Change
+68
Holders Change %
+15.21%
% of All Funds
8.09%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
108
Increased
163
Reduced
184
Closed
40
Calls
$186M
Puts
$233M
Net Calls
-$47.3M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
301
Capital Insight Partners
Arizona
$664K -$1.09M -16,251 -66%
CD
302
Chapin Davis
Maryland
$662K -$173K -2,580 -24%
Cerity Partners
303
Cerity Partners
New York
$652K +$70.7K +1,054 +15%
PAG
304
Private Advisor Group
New Jersey
$641K -$22.9K -342 -4%
ACM
305
Aquatic Capital Management
Illinois
$625K -$564K -8,400 -52%
CG
306
Cutler Group
California
$618K +$430K +6,410 +453%
IG
307
ING Group
Netherlands
$617K -$1.86M -27,700 -78%
IIM
308
INTECH Investment Management
Florida
$616K +$523K +7,795 New
ASN
309
Advisory Services Network
Georgia
$608K +$19.4K +289 +4%
HCM
310
Hodges Capital Management
Texas
$605K -$530K -7,905 Closed
CGH
311
Crossmark Global Holdings
Texas
$598K -$33.9K -505 -6%
PCM
312
Penserra Capital Management
California
$594K -$205K -3,052 -29%
CAN
313
Cetera Advisor Networks
California
$591K +$137K +2,044 +38%
FIM
314
Freedom Investment Management
Connecticut
$591K +$501K +7,468 New
WG
315
Winton Group
United Kingdom
$574K -$1.46M -21,762 -75%
CIA
316
Cascade Investment Advisors
Oregon
$565K +$3.69K +55 +0.8%
RWA
317
River Wealth Advisors
Pennsylvania
$564K -$35.9K -535 -7%
CCG
318
Ceeto Capital Group
Florida
$553K
ACA
319
Atlas Capital Advisors
Wyoming
$545K +$36.4K +543 +9%
JIP
320
Jaffetilchin Investment Partners
Florida
$544K +$1.34K +20 +0.3%
Verition Fund Management
321
Verition Fund Management
Connecticut
$538K -$22.3M -332,256 -98%
NIP
322
Nicholas Investment Partners
California
$534K -$248K -3,694 -35%
NA
323
NewEdge Advisors
Louisiana
$528K +$425K +6,337 +1,842%
VI
324
Versor Investments
New York
$523K +$443K +6,609 New
TSS
325
Two Sigma Securities
New York
$522K -$1.14M -17,011 -72%

TOL Hedge Fund Activity: Q2 2023 in Review

515 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q2 2023, worth a combined $7.93B — up 32% from $6B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TOL positions and 40 closed out — a net gain of 68 holders — while 163 added to existing stakes and 184 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $57M. The largest seller was Capital International Investors, cutting an estimated $104M.

  • 515 institutional investors held Toll Brothers (TOL) as of Q2 2023, up from 447 in Q1 2023.
  • Funds reported $7.93B of Toll Brothers stock for Q2 2023, up 32% quarter-over-quarter.
  • 108 funds opened new Toll Brothers positions in Q2 2023 and 40 closed out, a net change of +68 holders.
  • The largest Toll Brothers buyer in Q2 2023 was Acadian Asset Management, an estimated $57M added.
  • The largest Toll Brothers seller in Q2 2023 was Capital International Investors, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2023.